Idea Exchange

1867 Ideas

Form 8858Discussion ongoing

As previously suggested: Please consider adding Form 8858 Information Return of U.S. Persons With Respect to ForeignDisregarded Entities (FDEs) and Foreign Branches (FBs).We are continually forced to use outside software to prepare returns needing this form.

Forum|Forum|10 days ago

TroyDHLevel 3

Please add Form 8858 for 1040 returnsDiscussion ongoing

Please consider adding Form 8858 Information Return of U.S. Persons With Respect to ForeignDisregarded Entities (FDEs) and Foreign Branches (FBs).We are continually forced to use outside software to prepare returns needing this form.  It would be great to bring it all into ProConnect.

Forum|Forum|10 days ago

GMatusLevel 1

Suppress or mask socials on the 8879New

Why can't we mask the socials on the Form 8879?

Forum|Forum|10 days ago

DeanRoseLevel 1

Mask SSNs on Forms 8879New

I print out filing copies for my file copy and the client copy for my client.  I also print out 8879s as selected forms.  Please mask the SSNs on these selected 8879s as they just stay with us.  If clients e-mail the signed forms to me, I'd like the SSNs masked.  If I check the Mask Sensitive Data box, the DO NOT MAIL watermark appears on the CA form and the SSN is not masked on the federal 8879.  Please mask the SSNs on the federal form and remove the watermark from the CA form.

Forum|Forum|10 days ago

JamesL1Level 2

Kiddie TaxDiscussion ongoing

Ability to import parent's tax information to child's tax return for purposes of the kiddie tax. 

Forum|Forum|10 days ago

psmitcpa1Level 3

kiddie taxDiscussion ongoing

Please build in the kiddie tax link into PTO that has been in Lacerte for eons.  It would be a very efficient way to do the kiddie tax calculations to link the kids return to the parents rather than having to enter all the information in manually.

Forum|Forum|10 days ago

MAT19Level 1

Global print settingsNew

Set the schedules to print for review for all clients.  For example, we would like to print schedule A, schedule B, form 8949, etc. for all clients, without having to force printing in each record.

Forum|Forum|10 days ago

JasonBarneyLevel 2

Global SettingsNew

We need several global settings: force Sch-A, Sch-B, 8949, print ALL CAPS/Mixed Case, etc. I'm sure there are more, but this is my starting point.

Forum|Forum|10 days ago

hamiltonscLevel 2

Global Setting to be able to print all returns in Uppercase/all caps in ProConnect.New

Please create an option that you can choose to print all returns in All Caps/Uppercase in ProConnect. A Global setting for all returns and the option to do in select returns only.

Forum|Forum|10 days ago

hamiltonscLevel 2

Global Pricing FeatureDiscussion ongoing

We need to be able to have a global pricing feature. Having to edit each client's invoice with your fee structure is very time consuming, too much room for mistakes, under/over charges, etc. As much as we pay for this product, this should be an option. 

Forum|Forum|10 days ago

A-Z1040Level 2

Set global price per form for ALL returnsDiscussion ongoing

We should be able to set a master or global price per form list so that all returns are priced consistently.I was just told from the chat assistant that we have to manually add each line item/form and the price each time to a return. C'mon guys!

Forum|Forum|10 days ago

laughingskyLevel 1

Provide audit trail of tax return prepDiscussion ongoing

Provide audit trail of the people that are preparing the return in proconnect.

Forum|Forum|10 days ago

MsTaxSolutionsLevel 1

Create an audit trail accessible by Proconnect users & not just support agentsDiscussion ongoing

Please create an audit trail feature that would allow Proconnect users/admin to see in detail (at minimum) what returns were worked on & by which user, and what returns were created, copied, printed, deleted, etc. I recently spent an hour on a chat trying to solve a mystery I couldʻve solved in a few minutes if I had access to a feature like this. Tech support had to search at length for me (why? itʻs all my activity!), which is why the chat took an hour. If Proconnect had this feature, it wouldʻve saved me & the poor support guy an hour of our time.

Forum|Forum|10 days ago

MJP_CTMLevel 1

Add Column to Tax Returns page for Amended Return EFile StatusDiscussion ongoing

Please add a column for Amended Return EFile Status at the bottom of the main page on the Tax Returns screen.  Please also put the statuses in chronological order based on when the work would be performed.  It should be in this order:Extension EFile StatusFederal EFile StatusState EFile StatusAmended Return EFile StatusThank you!

Forum|Forum|10 days ago

puravidaptoLevel 7

Amended return status under tax returnsDiscussion ongoing

Currently under tax returns, it has federal efile status, state efile status, and extension efile status, but no amended return status. We need to have that added.FEDERAL EFILE STATUS STATE EFILE  STATUS EXTENSION EFILE STATUS -- Click https://accountants.intuit.com/community/proconnect-tax-idea-exchange/idea-for-intuit-to-keep-track-of-open-issues/idi-p/301766 to vote FOR the idea if you need to report and keep track of Intuit software defects.

Forum|Forum|10 days ago

elizabeth0628Level 2

Add logo to client letterNew

Please include option to add our logo to the client letter.  It would also be nice to change the font, as the default font looks like TurboTax.  (bad branding for the tax preparer)

Forum|Forum|10 days ago

Jenifer ChittwoodLevel 1

insert logo on client tax letter & additional pages to printNew

Please add an option to insert company logo to the client letter in the tax return.  Also add an option to insert an additional letter to print with the return. 

Forum|Forum|10 days ago

MistyLWestCPALevel 1

'Description Field' after IRS reject for a dependent available to usersNew

I just had a dependent reject. The description states the following:Error message: 'DependentSSN' in 'DependentDetail' on the return was used as a Dependent SSN on a previously accepted return for the same tax period. Visit www.irs.gov/identity-theft-fraud-scams/identity-theft-dependents for additional information. To electronically file with this duplicate condition, an Identity Protection Personal Identification Number (IP PIN) will be required. If you wish to get an IP PIN and you don't already have an account on IRS.gov, then you must register to validate your identity. Please visit www.irs.gov/getanippin for further information and resubmit your return with an IP PIN.Solution: This return has been rejected by the IRS, because one or more of the dependents on this return has already been claimed as a dependent on another return. If multiple dependents are present in this return, review the Description field. There will be a number in brackets, [?], that identifies which dependent is causing this reject. For example: "[2]" will identify the second dependent from the top. Verify that the dependent's information has been entered accurately. Correct any misspellings, omissions, or transpositions. Make sure the dependent SSN is entered correctly. If you want to electronically file this return and claim the dependent, an Identity Protection PIN will be required. Visit www.irs.gov/getanippin for further information.Code: IND-507-01As the ERO, we cannot see which Dependent rejected. We have to contact support. We need to be able to know which Dependent rejected without contacting support.

Forum|Forum|10 days ago

sgarciatax2016Level 1

Add dependent number when reject shows up as dependent already claimed from Description field.New

Integrate the system you use to plug submission ID numer to grab the dependent number that was already claimed.Error: eview the Description field. There will be a number in brackets, [?], that identifies which one is causing this reject. For example: "[2]" will identify the second Qualifying Child on Schedule EIC. Verify that the child's information has been entered accurately. Correct any misspellings, omissions, or transpositions. Make sure the child's SSN is entered correctly. If the Qualifying Child's information is correct, and you want to electronically file this return as it was originally submitted, an Identity Protection PIN will be required. Visit www.irs.gov/getanippin for further information. Code: SEIC-F1040-506-04

Forum|Forum|10 days ago

SeqLevel 3

Update control totals for Sch 1-A deductionsNew

Control totals have no place for Sch 1-Ad deductions - senior deduction, car loan interest, etc.

Forum|Forum|10 days ago

mrsseqLevel 1

Update control totals for schedule 1-ANew

Update control totals for schedule 1-A

Forum|Forum|10 days ago

JeraldBLevel 1

Form 706 PreparationDiscussion ongoing

This needs to be added.

Forum|Forum|10 days ago

EugeneDLevel 1

Form 706 for ProConnectDiscussion ongoing

Not sure why estate returns (Form 706) are not available via ProConnect, but would definitely be nice to have instead of needing a different product completely in order to file them.

Forum|Forum|10 days ago

AaroninUtahLevel 1

Form 1065 - partner basis worksheet option to include in the K-1 printing package.New

If a partnership chooses to track partner basis at the partnership level, Lacerte can generate the worksheet, but it's not included in the K-1 printing package.  If you were to deliver that as one pdf, you would have to manually print each worksheet in form view for each partner and manually insert those into each partner K-1 pdf.  Please give us the option to include that in the printing of the K-1.  Why else would you track at the partnership level if you weren't going to give it to the partner?  

Forum|Forum|11 days ago

CPA33548Level 1

Partner's basis worksheetNew

If, when printing the K-1 package for each partner, the ability to attach the partner's basis worksheet to each respective partner's K-1 would be very useful.  Currently this option is ONLY available if the capital account reconciliation checkbox is checked under client settings (and not obvious that the worksheet is available with that option) AND it requires the printing of the capital account reconciliation report.  The latter is redundant and not always helpful.  Being able to print out JUST the basis worksheet with the K-1 would be very nice.

Forum|Forum|11 days ago

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1867 Ideas

Form 8858Discussion ongoing

Please add Form 8858 for 1040 returnsDiscussion ongoing

Suppress or mask socials on the 8879New

Mask SSNs on Forms 8879New

Kiddie TaxDiscussion ongoing

kiddie taxDiscussion ongoing

Global print settingsNew

Global SettingsNew

Global Setting to be able to print all returns in Uppercase/all caps in ProConnect.New

Global Pricing FeatureDiscussion ongoing

Set global price per form for ALL returnsDiscussion ongoing

Provide audit trail of tax return prepDiscussion ongoing

Create an audit trail accessible by Proconnect users & not just support agentsDiscussion ongoing

Add Column to Tax Returns page for Amended Return EFile StatusDiscussion ongoing

Amended return status under tax returnsDiscussion ongoing

Add logo to client letterNew

insert logo on client tax letter & additional pages to printNew

'Description Field' after IRS reject for a dependent available to usersNew

Add dependent number when reject shows up as dependent already claimed from Description field.New

Update control totals for Sch 1-A deductionsNew

Update control totals for schedule 1-ANew

Form 706 PreparationDiscussion ongoing

Form 706 for ProConnectDiscussion ongoing

Form 1065 - partner basis worksheet option to include in the K-1 printing package.New

Partner's basis worksheetNew

Filter by product

Idea Exchange

Filter by idea status

Filter by product

Form 8858Discussion ongoing

Please add Form 8858 for 1040 returnsDiscussion ongoing

Suppress or mask socials on the 8879New

Mask SSNs on Forms 8879New

Kiddie TaxDiscussion ongoing

kiddie taxDiscussion ongoing

Global print settingsNew

Global SettingsNew

Global Setting to be able to print all returns in Uppercase/all caps in ProConnect.New

Global Pricing FeatureDiscussion ongoing

Set global price per form for ALL returnsDiscussion ongoing

Provide audit trail of tax return prepDiscussion ongoing

Create an audit trail accessible by Proconnect users & not just support agentsDiscussion ongoing

Add Column to Tax Returns page for Amended Return EFile StatusDiscussion ongoing

Amended return status under tax returnsDiscussion ongoing

Add logo to client letterNew

insert logo on client tax letter & additional pages to printNew

'Description Field' after IRS reject for a dependent available to usersNew

Add dependent number when reject shows up as dependent already claimed from Description field.New

Update control totals for Sch 1-A deductionsNew

Update control totals for schedule 1-ANew

Form 706 PreparationDiscussion ongoing

Form 706 for ProConnectDiscussion ongoing

Form 1065 - partner basis worksheet option to include in the K-1 printing package.New

Partner's basis worksheetNew

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